Now Accepting Client-Focused Estate Planning Attorneys!

Our coaching program helps committed attorneys like you earn $100k+ of recurring revenue for their firm in under a year. If you're looking to take the stress out of your practice and start spending quality time with you're family again, this program is for you.

WARNING: LIMITED SPOTS AVAILABLE! 2024 CLASS WILL FILL UP FAST!

Book your free exploratory call below before your spot is taken by a competitor.

APPLY NOW
 
APPLY NOW

Membership Tiers

We provide options for everyone no matter where you are on your journey to Financial Advocacy.

Keep in mind, the special pricing below is ONLY available for our 2024 members.

And, if you apply now, we'll GUARANTEE to lock-in your membership rate for at least 3 YEARS, as long as you stay a member.

Monthly payment options are available.

Mindset

$897/year

Benefits include...

  • A community of like minded attorneys dedicated to personal growth and collaboration ($2,500 value)
  • Cross-referral opportunities for legal services through the network ($5,000 value)
  • Monthly Print Newsletter with referral letter template to grow your business ($2,500 value)
  • ¬†On demand training sessions on core principals of financial advocacy ($1,788 value)
  • As needed access to vetted solution providers to implement for clients ($5,000 value)
  • Membership recognition and promotion package ($2,500 value)
  • Licensed marketing materials to inform and educate ($5,000 value)
  • Invitation only trainings with industry experts to build your understanding of core planning principals ($997 value)

TOTAL ANNUAL VALUE: $25,285

 

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Skillset

$2997/year

All the benefits of Mindset Membership, plus...

  • Licensed access to turnkey solutions ($7, 200 value)
  • Licensed access to turnkey marketing programs ($25,000 value)
  • Lead generation programs ($5,000 value)
  • Qualification for AdvocateAccess Legal fee compensation program ($2,000 value)
  • Qualification for AdvocateAware Marketing fund program ($25,000 value)
  • Sixty-minute one-on-one on-boarding and coaching sessions ($3,000-$24,000 value)
  • Monthly Open office coaching and training sessions ($25,000 value)

 

 

 

TOTAL ANNUAL VALUE: $101,485

 

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Toolset

$6497/year

All the benefits of Mindset and Skillset Membership, plus...

  • Guidance and direction for licensing and registration ($20,000 value)
  • Complete back-office solution ($10,000 value)
  • Access to insurance providers and asset managers ($10,000 value)

TOTAL ANNUAL VALUE: $190,485

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Leadership

$8997/year

All the benefits of Mindset, Skillset and Toolset Membership, plus...

  • Software solutions (Tech Stack) to implement (varied value)
  • Enhanced sales and financial planning training ($12,000 value)
  • Regional Exclusivity and Control Program (incalculable value)

TOTAL ANNUAL VALUE: $200,000+

SIGN UP

Monthly Payment Options are Available!

We don't want you to miss out, book a call to discuss.

Download FULL Explanation of Benefits Here

The Proof:
I turned a $2
,000 estate planning client into a $30,000 (and counting) client simply by helping them reposition assets.

Here's just one example of a recent client experience I've had.

As a financial advocate, I was able to help them...

1. Reposition old 401k assets to an IRA
2. Reposition old IRA funds to a protected growth account
3. Change their 529 contributions to an SDIC

This gave the family much better control of their assets and more flexibility.

By doing all this, they have a much better chance of their money lasting until the day they die (a 95% chance in fact, according to my analysis).

Many attorneys don’t realize how simple it is to get licensed and start providing this much-needed guidance to their clients.

All you have to do is learn the patterns I teach in this course.

Individual Courses

Not ready to commit to a membership yet? No problem! Our individual courses are perfect for attorneys wanting to learn more and for those wanting to assess if Financial Advocacy is right for them.

New Course Released Monthly!

Not Ready to Commit?

No problem! Subscribe to our weekly e-newsletter for free.

Each issue features 6+ articles detailing current economic news, practice building strategies, and more.

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Our Mission

Our mission is to cultivate a vibrant community of legal professionals who share a deep commitment to personal growth, professional excellence, and collaborative synergy in the provision of financial solutions to their clients. We aspire to provide a supportive and ethical environment where attorneys from diverse backgrounds and practice areas come together to:

  1. Foster Personal Growth

  2. Champion Collaboration

  3. Promote Mentorship and Support

  4. Advance Continuing Education

  5. Nurture Networking Opportunities

  6. Maintain Ethical Standards

  7. Engage in Community Service

Our community thrives through both online and in-person interactions, fostering a sense of belonging and collaboration in an ever-evolving legal landscape. Together, we are committed to the shared values that drive our mission, and we aim to be a beacon of excellence and collaboration within the legal profession.

CONTACT US

 

Email: [email protected]

Phone: 614-432-8065